Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,483 | $208,088-98.8% | $186,193-98.7% | $154,746-98.4% |
| Participation rate | 93.3% | 80.0%+13.3pp | 77.1%+16.2pp | 80.7%+12.6pp |
| Annual return | 19.76% | 89.97%-70.2pp | 78.03%-58.3pp | 172.34%-152.6pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,391 | $7,078-66.2% | $6,513-63.3% | $6,730-64.5% |
| Admin fee / account holder | $321 | $11,698-97.3% | $11,058-97.1% | $14,365-97.8% |